IRA Calculator

Project a traditional IRA balance at retirement and see the tax due when you withdraw.

How the ira calculator works

A traditional IRA gives you a deduction now and taxes withdrawals later. The account grows tax-deferred, so nothing is lost to tax along the way — but every dollar you take out in retirement is taxed as ordinary income.

Set your expected retirement tax rate to see the after-tax value, which is the number that actually matters when comparing against a Roth.

A worked example

On the values this calculator opens with, the traditional IRA at retirement is $1,074,423.96. Underneath, Years invested comes out at 35 years and Total contributed at $255,000. Change any field and every figure updates as you type.

Using the calculator

  1. Enter your balance and annual contribution.
  2. Set current and retirement ages.
  3. Enter the tax rate you expect in retirement.

The maths behind it

FV = balance × (1+r)ⁿ + contribution × ((1+r)ⁿ − 1) ÷ r after-tax = FV × (1 − retirement tax rate)

Questions people ask about this

Are traditional IRA contributions deductible?
They can be, but the deduction phases out at higher incomes if you or a spouse are covered by a workplace plan.
When must I start withdrawing?
Required minimum distributions generally begin at age 73 for traditional IRAs. Use the RMD calculator for the amount.
What is the contribution limit?
The base limit is $7,000 a year, with an extra $1,000 catch-up if you are 50 or older.